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Caterpillar

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
276
Bar Harbor Wealth Management
New Hampshire
$11.3M 71,471 -359 -0.5%
AG
277
Advisor Group
Arizona
$11.2M 71,043 -18,452 -21%
AIA
278
Avalon Investment & Advisory
Texas
$11.1M 70,604 -907 -1%
DCM
279
Dupont Capital Management
Delaware
$11.1M 70,600 +18,803 +36%
SG
280
Swarthmore Group
Pennsylvania
$11M 70,075 +1,200 +2%
SV
281
Sturgeon Ventures
United Kingdom
$11M 70,008 +70,008 New
Point72 Asset Management
282
Point72 Asset Management
Connecticut
$10.9M 69,358 +69,358 New
FTIOP
283
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.8M 68,552 -718 -1%
WT
284
Whittier Trust
California
$10.8M 68,496 -605 -0.9%
B
285
BP
United Kingdom
$10.7M 68,000
Victory Capital Management
286
Victory Capital Management
Texas
$10.6M 67,053 -8,815 -12%
BTS
287
BB&T Securities
Virginia
$10.5M 66,637 -9,776 -13%
HAI
288
Hennessy Advisors Inc
California
$10.5M 66,450 -25,350 -28%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.4M 65,805 -142,036 -68%
TRSOTSOK
290
Teachers Retirement System of the State of Kentucky
Kentucky
$10.3M 65,350
HFS
291
HL Financial Services
Kentucky
$10.2M 64,754 +1,821 +3%
ACM
292
Arosa Capital Management
Florida
$10.2M 64,661 +45,820 +243%
FWIA
293
Fort Washington Investment Advisors
Ohio
$10.1M 64,398 -300 -0.5%
GHCM
294
Glen Harbor Capital Management
California
$10.1M 64,344 +55,104 +596%
CCM
295
Cadence Capital Management
Massachusetts
$10.1M 64,211 -912 -1%
DAM
296
Delta Asset Management
Tennessee
$9.95M 63,147 -600 -0.9%
AP
297
AHL Partners
United Kingdom
$9.92M 62,966 -43,246 -41%
MIP
298
Marietta Investment Partners
Wisconsin
$9.91M 62,908 +26,129 +71%
CSIC
299
Clifford Swan Investment Counsel
California
$9.89M 62,757 -600 -0.9%
AWM
300
Ashmore Wealth Management
Delaware
$9.87M 62,600 +62,600 New